Use cases · Sales and SDRs

Move today's deals forward, with a follow-up on each

After a day of calls, every deal you spoke to needs its stage moved and a task for later. Fatmira does the round of clicks for you.

What you say

“Move every deal I spoke to today to Proposal sent, and add a follow-up task for Friday.”

What Fatmira does

  1. It decides what “today” means. It reads the Last contacted column on your deals list and says which rule it used, so you can see exactly why each deal was picked.
  2. It opens each deal in turn. For every match, it opens the deal in your CRM and changes the stage to Proposal sent through the normal edit form.
  3. It asks before every save. Saving changes your pipeline, so each save waits for your Allow. Deny one and that deal is left alone.
  4. It adds the follow-up. On each deal it adds a task due Friday, again asking before it presses Add task.
  5. It reports the list. The reply names every deal it moved and every one it left alone, with the reason.

Watch it run

A CRM deals list with five deals and their Last contacted dates, with the Fatmira side panel open.
Five deals. Three were contacted today.
The Fatmira panel shows an approval card: Click the button Save in form About this deal, with Allow and Deny.
Each stage change waits for your Allow.
The Fatmira panel shows an approval card: Click the button Add task in region Tasks, with Allow and Deny.
So does each follow-up task.

What you get

  • Exactly the deals contacted today moved to Proposal sent
  • One follow-up task due Friday on each of them
  • Deals contacted on other days untouched
  • If you deny the first save, nothing changes and no task is created

Good to know

  • “Today” comes from the date the CRM shows. If your team logs calls late, say which deals you mean.
  • It works through the screens one deal at a time, so a long list takes a few minutes.

How we know it works

Our browser test suite runs this in a real Chrome with the real extension against our test CRM, then asks the CRM's own API which deals moved and which tasks exist. It covers the approved run and a run denied at the first save.

The screenshots come from that automated run, so the model's steps are scripted and the site is our test fixture, not the real product. A real-model run on the same task is still to come.

Try a variation

  • “Move every deal with no activity in 30 days to Stalled.”
  • “Add a call task for tomorrow on each deal closing this month.”

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